Balboa Wealth Partners Capital Grp Core Plus Income E Transaction History

Balboa Wealth Partners

$572 Million
Q4 2025

A detailed history of Balboa Wealth Partners transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Balboa Wealth Partners holds 7,983 shares of CGSD stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,983

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 16, 2026	BUY	N/A	7,983 New	7,983 $0

Others Institutions Holding CGSD

# of Institutions

166

Shares Held

45.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

5.55M
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

5.09M
Shares

$0
0.0% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

2.33M
Shares

$0
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.08M
Shares

$0
0.0% of portfolio
Commonwealth Equity Services, LLC

2.02M
Shares

$0
0.07% of portfolio

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About CAPITAL GRP CORE PLUS INCOME E

Ticker CGSD

More about CGSD

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